rbtfl
Low water on Germany's Rhine is threatening to reduce river cargo to a trickle, sending riverboat freight prices higher and prompting Germany's transport minister to consider lifting the Sunday truck-driving ban to reroute freight by road; the Japan Times reported shallow water is imposing tighter load limits and applying pressure on Germany's government to act; Handelsblatt noted the chemical industry is warning of production cutbacks
How Life Changes ·4 takes ·Aug 8
A drone fitted with what police described as an 'explosive device' was found on the tarmac near a Ukrainian Antonov cargo plane at Germany's Leipzig/Halle Airport overnight on August 5; a DHL cargo aircraft hit an unknown object as it climbed away from the airport; the south runway was closed, several flights were diverted, and Saxony state police took over the investigation
What Broke ·26 takes ·Aug 7
Europe's summer drought drove the Rhine to its lowest level on record at Duisburg, Düsseldorf and Cologne by August 2, 2026; cargo ships on Germany's busiest inland waterway were forced to carry about a fifth of their normal load; conditions are comparable to the 2018 Rhine drought that caused material disruptions to Germany's chemical and manufacturing supply chains
What Broke ·5 takes ·Aug 7
Adidas reported record Q2 2026 revenue of EUR 6.74 billion on July 30, a 14% currency-neutral increase, but a EUR 924 million World Cup marketing spend drove operating profit below analyst expectations and shares fell nearly 20% on the Frankfurt exchange; CFO Harm Ohlmeyer announced he would not renew his contract after 30 years, with an Adidas alumnus named as replacement
Whose Money ·6 takes ·Jul 31
German Chancellor Friedrich Merz completed a cabinet reshuffle on July 29 amid a rising chorus of criticism from within his own CDU party; CDU members said morale is poor and that the removal of former transport minister Patrick Schnieder was handled badly; the reshuffle followed Jens Spahn's resignation as CDU/CSU Bundestag faction leader over a US surrogacy controversy; critics inside CDU said Merz, not Spahn, bears responsibility for the crisis atmosphere; external commentators argued the anger is factually misplaced
Who Decides ·8 takes ·Jul 30
BMW announced a voluntary redundancy programme targeting roughly 8,000 positions worldwide, mostly in Germany, by end of 2027; cuts will hit administrative and development roles while production jobs and compulsory layoffs are excluded; BMW follows Volkswagen, Mercedes-Benz and Porsche in a wave of German automotive sector restructuring
How Life Changes ·14 takes ·Jul 31
A 21-year-old suspect with alleged Islamist ties who drove a vehicle into Berlin's Christopher Street Day Pride crowd on July 26, killing one person and injuring 29, was tracked to a garden allotment in a Berlin suburb and fatally shot by police after charging officers with a knife; Germany's Chancellor Friedrich Merz vowed government action and publicly questioned why the suspect had not been monitored by security services
What Broke ·21 takes ·Jul 28
An INSA poll published July 23 placed the AfD first among parties in Berlin's Abgeordnetenhaus (city-parliament) race for the first time, weeks before the city-state election; the CDU collapsed after mayor Kai Wegner withdrew his candidacy, while the SPD fell to 13%; despite the AfD's lead, coalition arithmetic still allows a three-way SPD-Greens-Left government to form a majority
Who Decides ·8 takes ·Jul 25
Germany's CDU/CSU Bundestag faction announced on July 20 a special session for July 29 to elect a new parliamentary group leader after Jens Spahn resigned over reports he and his husband used a US surrogate, with several government ministers considered potential candidates and Chancellor Friedrich Merz having pressed for the decision before summer recess
Who Decides ·8 takes ·Jul 21
German Chancellor Friedrich Merz and French President Emmanuel Macron announced at Norvenich air base near Cologne on July 17 that German conventional forces will participate in a French nuclear exercise before end of 2026, the first time Germany has accepted an offer of nuclear cooperation from France and a step both leaders said responds to growing doubts about US security commitments
The Long Game ·7 takes ·Jul 20
French President Emmanuel Macron and German Chancellor Friedrich Merz met at the Franco-German Council of Ministers retreat near Cologne on July 16-17 to discuss nuclear deterrence sharing, missile defense, long-range strike capabilities, space and Ukraine support, weeks after industrial rivalry forced Paris and Berlin to scrap the landmark Future Combat Air System fighter jet program
The Long Game ·12 takes ·Jul 18
Formal government-to-government security treaties that complement or bypass NATO, now numbering 160-plus among European states after Russia's 2022 invasion accelerated their pace.
·3 takes ·Jul 3
Germany's sovereign bonds are the eurozone's risk-free benchmark, pricing every other euro-denominated government bond and transmitting ECB policy across 20 economies.
·3 takes ·Jul 3
State-compelled military service, reinvigorated by Russia's invasion of Ukraine since 2022, is expanding across ten EU states and Taiwan, reshaping NATO force-generation and global defence budgets.
·4 takes ·Jul 3
The EU–South America free-trade deal signed January 2026 after 25 years of negotiation, covering 700 million people and a quarter of world GDP, provisionally applied since May 2026.
·4 takes ·Jul 3
German defence group Rheinmetall (Düsseldorf) manufactures armoured vehicles, ammunition, and electronic systems for NATO armies, anchoring Germany's rearmament surge since 2022.
·4 takes ·Jul 3
Europe's dominant natural gas price benchmark, a Dutch virtual hub operated by Gasunie Transport Services whose prices govern wholesale supply, storage targets, and global LNG contracts across the EU.
·5 takes ·Jul 3

The briefing, by email